Catatan efek · kuartal yang diarsipkan
SPMD
State Street SPDR Portfolio S&P 400 Mid Cap ETF · Financial Services · Asset Management
62Pemegang yang dilacak
+1Δ pemegang
142.46MSaham yang dipegang
$8.25BNilai yang dilaporkan
+2Posisi baru
−1Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +1.6% ·
aliran saham +4.9% ·
posisi baru bersih +1.6%
· formula
Akumulasi luas: saham yang meningkat di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q4 2025
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q2 2026 | 62 | 0 | 151.83M | $10.25B | +4 | −5 |
| Q1 2026 | 64 | +2 | 143.48M | $8.49B | +5 | −3 |
| Q4 2025 | 62 | +1 | 142.46M | $8.25B | +2 | −1 |
| Q3 2025 | 7 | -1 | 4.74M | $271.24M | n/a | −1 |
| Q2 2025 | 5 | 0 | 219.59K | $11.94M | n/a | n/a |
| Q1 2025 | 3 | -1 | 125.53K | $6.42M | n/a | −1 |
| Q4 2024 | 4 | -1 | 150.35K | $8.22M | +1 | −2 |
| Q3 2024 | 5 | -1 | 167.46K | $9.16M | +1 | −2 |
| Q2 2024 | 6 | n/a | 197.41K | $10.13M | n/a | n/a |
Siapa yang memegangnya · Q4 2025
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Creative Planning | 92.67M | n/a | $5.37B | 3.8% | n/c | 1 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 12.84M | n/a | $743.82M | 0.2% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 9.82M | +208.0% | $568.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 4 | Cwm, Llc | 3.59M | n/a | $207.94M | 0.6% | n/c | 1 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 2.86M | n/a | $165.89M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | HighTower Advisors, LLC | 2.02M | n/a | $116.73M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Northwestern Mutual Wealth… | 1.96M | n/a | $113.45M | 0.1% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 1.95M | n/a | $113.20M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Osaic Holdings, Inc. | 1.53M | n/a | $88.65M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 10 | UBS Group AG | 1.46M | n/a | $84.52M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Wells Fargo & Company/Mn | 1.21M | n/a | $69.97M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | National Bank Of Canada /Fi/ | 1.17M | n/a | $67.81M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 13 | Corient Private Wealth LP | 945.42K | n/a | $54.68M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | Goldman Sachs Group ✦ | 906.46K | -0.2% | $52.49M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 15 | Royal Bank Of Canada | 794.75K | n/a | $46.02M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 16 | Blair William & Co/Il | 691.04K | n/a | $40.02M | 0.1% | n/c | 1 | SEC ↗ |
| 17 | Raymond James Financial Inc | 503.96K | n/a | $29.18M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 18 | Mml Investors Services, Llc | 495.17K | n/a | $28.68M | 0.1% | n/c | 1 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 463.83K | n/a | $28.04M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Assetmark, Inc | 426.44K | n/a | $24.69M | 0.1% | n/c | 1 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 343.73K | n/a | $19.91M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Mariner, LLC | 314.42K | n/a | $18.21M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 23 | Ameriprise Financial Inc | 292.60K | n/a | $16.96M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Bnp Paribas Financial Markets | 288.07K | n/a | $16.68M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Cetera Investment Advisers | 266.75K | n/a | $15.45M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | BlackRock ✦ (pasif) | 253.91K | +170.1% | $14.70M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 27 | Lido Advisors, LLC | 239.66K | n/a | $13.87M | 0.1% | n/c | 1 | SEC ↗ |
| 28 | Fifth Third Bancorp | 230.53K | n/a | $13.35M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 229.42K | -31.5% | $13.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 30 | Focus Partners Wealth | 221.96K | n/a | $12.85M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | AQR Capital Management ✦ | 186.60K | +9.5% | $10.81M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 32 | Truist Financial Corp | 152.02K | n/a | $8.80M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 33 | Cerity Partners LLC | 144.30K | n/a | $8.36M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 34 | Northern Trust Corp | 137.32K | n/a | $7.95M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Commonwealth Equity Services, Llc | 120.94K | n/a | $7.00M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Financial Engines Advisors L.L.C. | 99.26K | n/a | $5.75M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Jones Financial Companies Lllp | 81.07K | n/a | $4.69M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Stifel Financial Corp | 76.94K | n/a | $4.46M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 39 | Sumitomo Mitsui Trust Group, Inc. | 73.20K | n/a | $4.24M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Quantinno Capital Management LP | 65.66K | n/a | $3.80M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Bank Of Nova Scotia | 62.20K | n/a | $3.60M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Bank of New York Mellon Corp | 45.03K | n/a | $2.61M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 43 | Fidelity (FMR) ✦ | 37.61K | +6.0% | $2.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Captrust Financial Advisors | 34.68K | n/a | $2.01M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Susquehanna International Group, Llp | 31.66K | n/a | $1.83M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 46 | Bank Of Montreal /Can/ | 17.46K | n/a | $1.01M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 47 | Franklin Resources Inc | 16.02K | n/a | $927,776 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Mercer Global Advisors Inc /Adv | 11.66K | n/a | $675,458 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Empower Advisory Group, LLC | 9.92K | n/a | $574,525 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Pnc Financial Services Group, Inc. | 9.31K | n/a | $539,116 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 51 | Neuberger Berman Group LLC | 8.42K | n/a | $487,834 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Baird Financial Group, Inc. | 8.13K | n/a | $470,635 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Chevy Chase Trust Holdings, LLC | 6.57K | n/a | $380,237 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Alliancebernstein L.P. | 5.81K | n/a | $336,631 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Fisher Asset Management ✦ | 5.10K | Baru | $295,550 | 0.0% | New | 1 | SEC ↗ |
| 56 | The Vanguard Group ✦ (pasif) | 4.45K | Baru | $257,611 | 0.0% | New | 1 | SEC ↗ |
| 57 | Brown Advisory Inc | 4.32K | n/a | $249,997 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Us Bancorp \De\ | 3.92K | n/a | $227,007 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 59 | Russell Investments Group, Ltd. | 2.52K | n/a | $146,165 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Qube Research & Technologies Ltd | 601 | n/a | $34,804 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | UBS AM, a distinct business unit of… | 157 | n/a | $9,092 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Citigroup Inc | 133 | n/a | $7,702 | 0.0% | n/c | 1 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Fisher Asset Management | $295,550 | 0.0% |
| The Vanguard Group | $257,611 | 0.0% |
Telah keluar
| Renaissance Technologies | $577,619 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 803 pemegang, 236.23M saham, $12.72B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang sekuritas ini yang dilacak: jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q4 2025 ·
Metodologi ·
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